Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

The second edition of Salesforce for Beginners provides you with a holistic introduction to the Salesforce platform. Whether you need help with the lead generation process, Salesforce user management and data security, or automating tasks with Salesforce Flow, this book is for you. Throughout this new edition you will find real-world business use cases to demonstrate concepts, screenshots of the latest UI displayed for screen navigation, and exercises at the end of every chapter to test your newfound knowledge. Working with the world’s leading CRM software, you will learn how to create activities, manage leads, develop your prospects and sales pipeline using opportunities and accounts, and understand how you can enhance marketing activities using campaigns. You will be able to take your administration skills to the next level as you approach real-world user management topics such as ownership skew. You will learn about data security on the Salesforce platform, with an introduction to the role hierarchy, system and user permissions, and much more. In this new edition you'll get to explore the popular automation tool Salesforce Flow. You’ll learn about the different flow types to employ, how to construct your first flow, and how to extensively test your flow. This will allow you to come away from reading this book with a real, functional flow for your business processes.
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Using Web-to-Case to generate case capture forms

Very similar to Web-to-Lead, which we covered in Chapter 3, Creating and Managing Leads, Web-to-Case is an easy way to generate HTML code that you can drop into your website to create a case capture form. A case capture form lives outside of Salesforce but creates a case directly in Salesforce when the form is saved. This can be a page on your website or any other form where you would want the case to be automatically added to Salesforce. Let’s see how this is done.

In the following screenshot, I started typing web into the search bar. This brings up any items in Setup that contain these letters:

Graphical user interface, application  Description automatically generated

Figure 7.13: Reaching Web-to-Case by using the search bar

As you can see in the preceding screenshot, after clicking on Web-to-Case, it takes you into the section where you can set this up.

Note: This section is only available to users with the view setup and configuration permission.

In the following...